+55.9%
OVV vs BR
-29.1%
+85.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.6% | -1.9% |
| 7D | +0.3% | -5.3% | +5.5% | 0.0% |
| 30D | +11.7% | +6.4% | +5.3% | +12.3% |
| 3M | +9.8% | +13.6% | -3.8% | +11.6% |
| 6M | +26.6% | -6.7% | +33.3% | +23.9% |
| YTD | +67.0% | -21.1% | +88.1% | +61.3% |
| 1Y | +55.9% | -29.6% | +85.5% | +37.4% |
| All | +55.9% | -29.1% | +85.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling